Capital Analysts LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Capital Analysts LLC’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	250	–	–	﹤0.01%	1180
2026 Q1	$18K	Hold	250	–	–	﹤0.01%	1148
2025 Q4	$15K	Hold	250	–	–	﹤0.01%	1159
2025 Q3	$16K	Hold	250	–	–	﹤0.01%	1116
2025 Q2	$16K	Hold	250	–	–	﹤0.01%	1064
2025 Q1	$16K	Hold	250	–	–	﹤0.01%	1039
2024 Q4	$15K	Hold	250	–	–	﹤0.01%	995
2024 Q3	$14K	Hold	250	–	–	﹤0.01%	965
2024 Q2	$13K	Hold	250	–	–	﹤0.01%	926
2024 Q1	$12K	Hold	250	–	–	﹤0.01%	905
2023 Q4	$11K	Hold	250	–	–	﹤0.01%	890
2023 Q3	$11K	Hold	250	–	–	﹤0.01%	872
2023 Q2	$10K	Buy	+250	New	+$10K	﹤0.01%	824

Other funds holding MLPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Analysts LLC's MLPX Position: Q2 2026 in Review

Capital Analysts LLC held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q2 2026 at 250 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Capital Analysts LLC first reported a position in MLPX in Q2 2023 and has held it in 13 quarters since. 344 funds tracked by Wall St. Rank hold MLPX as of Q2 2026.

Capital Analysts LLC held 250 shares of Global X MLP & Energy Infrastructure ETF worth $18K as of Q2 2026.
Capital Analysts LLC left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q2 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1180 holding.
Capital Analysts LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and has held it in 13 quarters since.
344 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.